Staff Accountant

About the Firm Our client is a well-established wealth management firm with a robust in-house tax practice, built through the acquisition of a large CPA firm and supported by its sister company. The firm is seeking an experienced Staff Accountant to join their professional team. This position is ideal for a hands-on accounting professional who thrives in a production-focused environment and enjoys managing multiple client engagements with precision and autonomy. About the Role The Staff Accountant plays a key role in managing monthly client accounting engagements from start to finish, and prepares individual and business tax returns during busy season — giving this role real exposure to the firm’s in-house tax practice from day one. This is a plug-and-play opportunity for an experienced professional who can independently own the monthly close process, including reconciliations, journal entries, and financial statement preparation, with a natural growth path into a Senior Accountant / Tax Senior role. Key Responsibilities • Manage a portfolio of monthly bookkeeping and accounting clients (up to 15–20 at capacity over time). • Take each client engagement from start to finish on a monthly basis. • Perform full-cycle accounting, including transaction coding, bank and credit card reconciliations, and general ledger maintenance. • Prepare and post adjusting journal entries and support month-end close processes. • Prepare and finalize monthly financial statements. • Review work when applicable and ensure accuracy of account classifications and reporting. • Prepare individual and business tax returns during busy season. • Communicate with clients as needed to gather documentation and clarify transactions (initially limited client-facing responsibility). • Utilize QuickBooks Desktop and QuickBooks Online extensively as a power user. Requirements • 5+ years of accounting/tax experience, preferably within a public accounting environment (candidates with 8–10+ years are encouraged to apply). • Strong understanding of general ledger accounting, reconciliations, adjusting journal entries, and financial statement preparation. • Advanced proficiency in QuickBooks Desktop and QuickBooks Online required (power user level). • Strong organizational skills with the ability to manage multiple client deadlines. • Located in Eastern or Central time zone. Benefits • Compensation: $90,000–$150,000, depending on experience. • Busy season bonus: Performance bonuses paid in June and December, based on individual and firm performance. • Work arrangement: Remote or hybrid, depending on proximity to a firm office. • Paid Time Off: Flexible/unlimited PTO. • Retirement: 401(k) with company match. • Health coverage: Medical, dental, and vision insurance. • Professional development: CPE / professional development budget. • Growth path: A clear track toward a Senior Accountant / Tax Senior role within the firm’s in-house tax practice. • Culture: A collaborative, team-oriented environment that values autonomy, precision, and professional growth.